Create new FreeAgent contacts from new customers in Syncro
Stay on top of your customer management by seamlessly integrating Syncro and FreeAgent. With this automation, every time a new customer is added in Syncro, a corresponding contact is instantly created in FreeAgent. This workflow ensures you efficiently manage your customer information across both platforms without any manual intrusion. Keep your customer information up-to-date in a swift, orderly fashion.
Stay on top of your customer management by seamlessly integrating Syncro and FreeAgent. With this automation, every time a new customer is added in Syncro, a corresponding contact is instantly created in FreeAgent. This workflow ensures you efficiently manage your customer information across both platforms without any manual intrusion. Keep your customer information up-to-date in a swift, orderly fashion.
- When this happens...New Customer
Triggers when you create a customer.
- automatically do this!Create Contact
Triggers when you add a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try It
New Invoice
Triggers when a new invoice is created.
Try ItNew RMM Alert
Triggers when an RMM Alert is created.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItAppointment SubjectRequired
Appointment Starts AtRequired
Appointment Ends AtRequired
Appointment Description
Appointment Location Type
Appointment Location
Ticket ID
Appointment Owner
Additional Attendees
All Day
Customer ID